Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,868 | $76,407+41.2% | $150,298-28.2% | $82,448+30.8% |
| Participation rate | 95.6% | 66.4%+29.2pp | 77.8%+17.8pp | 68.1%+27.5pp |
| Annual return | 16.47% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $8,266 | $2,614+216.2% | $4,154+99.0% | $2,551+224.0% |
| Participant deferral / active EE | $4,979 | $3,214+54.9% | $5,453-8.7% | $4,139+20.3% |
| Admin fee / account holder | $2,918 | $6,352-54.1% | $14,116-79.3% | $7,234-59.7% |